Preview the saved copy after changing a draft.

1. Open the invoice

Go to Invoicing → Invoices and open the intended document. Confirm its customer and current status.

Find the correct document in the selected business.
Find the correct document in the selected business.

2. Edit the intended fields

Update the customer, dates, items, rates, or notes as appropriate. Review the new total and any validation message.

Review the line calculations after editing a draft.
Review the line calculations after editing a draft.

3. Save first

Open Actions → Save. Wait until the save completes. Closing the editor or opening an older preview is not a substitute for saving.

Save and Preview are separate actions.
Save and Preview are separate actions.

4. Open a fresh preview

Choose Preview again. Check the changed details and total. If it shows an older version, return, save successfully, and reopen the preview.